Inteligo unit Certia makes strong play for affluent accounts in Peru

David Domingo, manager of Certia, says third-party products with an international focus are part of the solutions platform the firm makes available to mass-affluent Peruvians.

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Julius Baer names UBS Mexico alum to coordinate Latam investment solutions

Polidura will operate from the Zurich offices of Julius Baer, which recently reinforced its activities in Mexico by increasing its global share in NSC Asesores to 70%.

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Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy

"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.

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Exposure to sustainable investment rises with affluence levels, says UBS

Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.

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Henriquez passes baton as Insigneo enters new growth phase

Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.

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Andbank bids to be among Argentina’s first licensed global investment advisers

Andorran private bank Andbank, already active in Mexico and Brazil, wants to be operational in Argentina in the first half of 2018, said Carlos Moreno, the firm's head of the Americas.

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UBS-PwC report: more billionaires in Asia than in US

"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."

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HSBC channels Andean and Central American wealth clients to UBS

As part of a streamling, HSBC’s Peter Boyles announced that the bank expects up to 40 employees to be offered positions at UBS. Clients will be referred to UBS’s Wealth Management Americas division.

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GIS, Northeast and Hencorp rebranded as Insigneo, a firm with USD 8 billion in client assets

Raul Henriquez is the CEO of Insigneo, the result of the integration of several companies: Global Investor Services, HB Asset Management, Alpha Capital, Hencorp Wealth Advisors, and the recently acquired Northeast Securities.

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UBS Wealth Management: Anxiety abounds among baby boomers approaching retirement

UBS's Paula Polito said that baby boomers, instead of 'living to work,' need to start 'working on living,' i.e. figuring out how they will fill their time and find their purpose once they leave the workforce."

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